What Is ModuleQ?

ModuleQ learns from each user to deliver relevant insights when they matter most. Our patented People-Facing AI surfaces personalized, timely insights that provide a competitive advantage to ease account prioritization, business decision-making and enable both customer outreach and retention.

Who Uses ModuleQ?

Not provided by vendor

ModuleQ Software - Pre-Meeting Briefings: Come to every conversation prepared with engaging topics and real-time account insights. ModuleQ Software - Breaking Alerts: ModuleQ AI learns about your priorities and builds a digital twin that acts as your administrative assistant, alerting you to significant developments and other breaking news relevant to your priority accounts. ModuleQ Software - Daily Updates: Curated daily content cards surfacing internal and external content uniquely prioritized for each user based on their top customers, partners, and industries.

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Reviews of ModuleQ

Average score

Overall
4.6
Ease of Use
4.9
Customer Service
4.9
Features
4.6
Value for Money
4.8

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
70%
4
20%
3
10%
Nick
Nick
Refinitiv Access Implementation Lead, AMERS in US
Verified LinkedIn User
Financial Services, 10,000+ Employees
Used the Software for: 6-12 months
Reviewer Source

Timely half page summary information you want, in 1 place, collated from multiple sources

5.0 3 months ago

Comments: This is a must have tool for anyone who works with customers - Sales, Customer Success, Sales Engineering, Products (who engage with Customers in describing their products' features and functionality), Marketing (distributing product info to customers).

Pros:

Timely information in 1 place, collated from multiple sources, summarized to about half a page - only about what I care to know, and nothing about what I don't care to know! I can train it to improve as well.

Cons:

Not really a con, as we all know that getting private company information is a big difficult. However, if you contact awesome ModuleQ folks, they even get those "turned on" fairly quickly. So, what may appear as "not working well", turns back into the "pros" section!

Verified Reviewer
Managing Director in US
Verified LinkedIn User
Financial Services, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source

A Truly Smart Assistant for Customer-Facing Professionals

5.0 2 months ago New

Comments: ModuleQ has literally changed the way I prepare for customer meetings, do my industry and customer research, and share insights with my team. It saves me time, gives me more confidence that I have not missed major external news before a meeting, and gives me interesting talking points in even the most difficult customer conversations. We saw that our sales teams who used ModuleQ regularly were booking more customer meetings and so there is a direct impact to sales effectiveness as well.

Pros:

Some of the best features of the product are its simplicity, ease of use, ease of integration, flexibility to customize for different roles (eg banker, sales person etc), and it's rapid and unobtrusive learning model. Time to a high level of effectiveness is less than 3 weeks. The insights come to you, rather than you having to search for them, and the helpfulness of this in the workflow of a busy professional cannot be overstated. Using ModuleQ allows me to be better prepared for any customer or prospect conversation!

Cons:

Some of the nice to haves for this software (I believe some are on the roadmap), would be availability of premium research content, ability to collaborate using the insights, new data sets (eg deals, ESG), and integration into other sales / frontline tools, for an even more seamless user experience.

Roy
Account Manager in US
Financial Services, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source

Great AI assistant, lacking local language support/relevance

3.0 4 months ago

Pros:

I love the pre-meeting briefs, integration with Salesforce, email, calendar, etc. Ease of use and almost no setup time is also a big plus, and of course the integration with LSEG's/Refinitiv's news and data!

Cons:

Coming from Israel and managing Israeli clients only, many times the integration with Salesforce does not pick up the right accounts which results in irrelevant information. Moreover, even when the right accounts are being picked, the information is being searched in English and missing most of the Israeli media / Hebrew news relevant to the companies I'm meeting. If it would've local language support, this would've been a game changer for me.

Eric
Sales Ops and Enablement in UK
Financial Services, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

Information people care about, delivered where they work, and easy to action

5.0 3 months ago

Comments: The team at ModuleQ listened and learned what we were trying to solve for, partnered with us on a solution and process that worked for all, and it led to a highly successful deployment. It was the opposite of a transactional experience, and embodied the right approach to long term collaboration.

Pros:

It is up and running instantly and delivering value within hours. It gave us a new way to make sure that our users got critical information delivered to them in Teams, which was where people wanted to get information. The support was tremendous and the potential has endless limits.

Cons:

Nothing that was a big con that comes to mind.

Chris
Head of Sales Technology in UK
Financial Services, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

Timely and actionable insights for salespeople

5.0 4 months ago

Comments: ModuleQ is used by our highest performing salespeople to consistently beat quota. Armed with the right insights at the right time, our sellers are better equipped to advance the customer conversation in both sales and retention efforts.

Pros:

Super easy to configure and set up. Instantly starts providing insights, which continuously improve through AI. Pre-meeting briefings provide just-in-time insights about clients and prospects.

Cons:

There was some transitional work to migrate onto our new Office365 tenant.